Young Im

Managing Director, Senior Portfolio Manager

Role
Managing Director, Senior Portfolio Manager at Burling Wealth Partners
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Young Im

Young is a founding member of Burling Wealth Partners and leads the firm’s investment committee and investment research function. He leads the firm’s due diligence and selection of equity, fixed income, and alternative investments for Burling’s clients. Young brings over twenty-five years of investment expertise, including experience on the buy-side, sell-side and corporate finance. Prior to founding Burling, Young spent thirteen years as a senior investment professional at CI Segall Bryant & Hamill Asset Management, a registered investment advisor overseeing over $25 billion in client assets. He held a similar role at Talon Asset Management (acquired by Bank of New York Mellon) and held the positions of Vice President, Equity Research at Robert W. Baird, and Vice President, Corporate Development at ABN AMRO

Experience

  1. Managing Director, Senior Portfolio Manager

    Burling Wealth Partners

    Sep 2024 — Present · Chicago, IL, US

    Young Im is a founding member of Burling Wealth Partners and leads the firm’s investment committee and investment research function. Young brings over twenty-five years of investment expertise, including experience on the buy-side, sell-side and corporate finance. Prior to founding Burling, he spent thirteen years as a senior investment professional at CI Segall Bryant & Hamill Asset Management, a registered investment advisor overseeing over $25 billion in client assets. He held a similar role at Talon Asset Management (now Bank of New York Mellon) and held the positions of Vice President, Equity Research at Robert W. Baird, and Vice President, Corporate Development at ABN AMRO.

Education

  • Gies College of Business - University of Illinois Urbana-Champaign

    B.S., Accountancy, Finance

    1990 — 1994

  • Northwestern University - Kellogg School of Management

    MBA, Analytical Finance, Strategy & Management

    2000 — 2003

Skills

  • Asset Management
  • Valuation
  • Portfolio Management
  • Strategy
  • Equities
  • Investment Management
  • Insurance
  • Investments
  • Capital Markets
  • Financial Modeling
  • Equity Research
  • Banking
  • Asset Managment
  • Financial Analysis
  • Financial Services

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Young Im — Managing Director, Senior Portfolio Manager at Burling Wealth Partners in Chicago, IL, US | Unifers